Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Todd Ericson (CRD# 2230125) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 23 years
of experience in the finance industry.
Todd Ericson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Adam Hoopes (CRD# 2906539) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 19 years
of experience in the finance industry.
Adam Hoopes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Eric Jones (CRD# 4492731) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 14 years
of experience in the finance industry.
Eric Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Bradford Mecklenburg (CRD# 4833893) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 10 years
of experience in the finance industry.
Bradford Mecklenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Daniel Pontarelli (CRD# 5762851) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 6 years
of experience in the finance industry.
Daniel Pontarelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Kenneth Eaton (CRD# 2517750) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
1 year
of experience in the finance industry.
Kenneth Eaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Larissa Grantham (CRD# 5436346) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
1 year
of experience in the finance industry.
Larissa Grantham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Jennifer Henry (CRD# 6620781) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
1 year
of experience in the finance industry.
Jennifer Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Kathleen Stepp (CRD# 2206612) is an Investment Advisor Representative working at
Stepp & Rothwell Inc. in Overland Park, KS and has
over 24 years
of experience in the finance industry.
Kathleen Stepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.